Instuitional Investor - Refined Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Refined Wealth Management |
| Portfolio Value | $145,486,794 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | COIN | 58,748 | $20,590,587 | 14.15% | |
| 2. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 335,394 | $16,605,348 | 11.41% | |
| 3. | Vanguard World Fd - ESG INTL STK ETF | 243,425 | $15,944,349 | 10.96% | |
| 4. | Invesco Qqq Tr | 24,987 | $13,783,829 | 9.47% | |
| 5. | Vanguard Index Fds - VALUE ETF | 65,211 | $11,525,392 | 7.92% |
